Services

Everything your family needs, in one plan.

Most families need four documents. Some also need a trust. Here's what each one does, in plain English.

Wills

What it does: Says who receives what, names a guardian for minor children and names the executor who wraps everything up.
Who needs it: Every adult with children, a home or savings, even a modest one.
What you get: A signed, witnessed and notarized will, plus a plain-English summary you can share with your family.

Revocable living trusts

What it does: Holds your home and accounts so they pass to your family privately, without going through probate court.
Who needs it: Homeowners, blended families, property in more than one state, or anyone who values privacy.
What you get: The trust, a pour-over will, and our help retitling your home and accounts into it.

Powers of attorney

What it does: Lets someone you trust pay bills, manage accounts and handle paperwork if you can't.
Who needs it: Every adult. Without one, your family may need a court to step in.
What you get: A durable financial power of attorney, tailored to who you trust and how much.

Healthcare directives

What it does: Names who speaks for you medically and puts your wishes in writing.
Who needs it: Every adult over eighteen, including college-age children.
What you get: A healthcare power of attorney and a living will, ready for your doctor's file.

After a loss

Probate and estate administration, handled gently.

When someone you love has died, there are forms, deadlines and a court process in Mecklenburg County. We take care of the filings, notices and accounting, and tell you plainly what happens next.

Talk to us about probate

Questions

Before your first meeting

Do I need a will or a trust?

It depends on your home, your family and how much privacy you want. The plan finder on our Plans page gives you a starting point, and we'll confirm it at your consultation.

What should I bring?

A rough list of what you own and owe, the names of the people you'd like to name, and any existing documents. We'll send a short checklist when you book.

How often should I update my plan?

Every three to five years, or after a marriage, divorce, birth, move or big change in assets.

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